William Blair & Company
UMH

William Blair & Company’s UMH Properties UMH Stock Holding History

William Blair & Company’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-77,446
Closed -$841K – 1750
2020
Q1 		$841K Buy
77,446
+3,455
+5% +$50.2K 0.01% 719
2019
Q4 		$1.16M Buy
73,991
+1,836
+3% +$27.7K 0.01% 737
2019
Q3 		$1.02M Buy
72,155
+1,425
+2% +$18.5K 0.01% 742
2019
Q2 		$878K Buy
70,730
+700
+1% +$9.43K 0.01% 796
2019
Q1 		$986K Buy
70,030
+4,000
+6% +$53.6K 0.01% 735
2018
Q4 		$782K Sell
66,030
-5,850
-8% -$79.2K 0.01% 765
2018
Q3 		$1.12M Sell
71,880
-4,725
-6% -$74.3K 0.01% 704
2018
Q2 		$1.18M Sell
76,605
-1,600
-2% -$22.5K 0.01% 672
2018
Q1 		$1.05M Sell
78,205
-2,525
-3% -$32.9K 0.01% 706
2017
Q4 		$1.2M Buy
80,730
+7,060
+10% +$107K 0.01% 699
2017
Q3 		$1.15M Buy
73,670
+1,485
+2% +$23.8K 0.01% 690
2017
Q2 		$1.23M Buy
72,185
+1,930
+3% +$31.8K 0.01% 692
2017
Q1 		$1.04M Buy
70,255
+4,280
+6% +$62.3K 0.01% 692
2016
Q4 		$993K Buy
+65,975
New +$845K 0.01% 653

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair & Company's UMH Position: Q2 2020 in Review

William Blair & Company sold out of UMH Properties (UMH) in Q2 2020, closing a stake of 77,446 shares — an estimated $841K sold.

William Blair & Company first reported a position in UMH in Q4 2016 and held it in 14 quarters. The position peaked at $1.23M in Q2 2017. 123 funds tracked by Wall St. Rank hold UMH as of Q2 2020.

  • William Blair & Company reported no remaining UMH Properties position as of Q2 2020 after selling out during the quarter.
  • William Blair & Company sold 77,446 UMH Properties shares in Q2 2020, an estimated $841K.
  • William Blair & Company first reported a position in UMH Properties in Q4 2016 and held it in 14 quarters.
  • William Blair & Company's UMH Properties position peaked at $1.23M in Q2 2017.
  • 123 funds tracked by Wall St. Rank held UMH Properties as of Q2 2020.

Based on William Blair & Company's 13F filing for Q2 2020, filed 12 Aug 2020.